Economic Situation & strategy
December 20, 2024

Outlook 2025 (IV): Summary for the capital market 2025

Article by Dr. Christian Jasperneite

The US Federal Reserve delivered a surprise just before Christmas - but what does this mean for your portfolio in 2025? In our latest Capital Market Outlook, we analyze the Fed's latest decision and explain why we remain moderately optimistic about the equity markets despite the interest rate tightening.
You can also find out what role artificial intelligence could play in the development of productivity and why this could mean additional upside potential for the markets.